Chris Sullivan Cfp,Clu

Chris Sullivan Cfp,Clu Email and Phone Number

Helping people with their Financial Plans. @ Futurity First Wealth Management
Chris Sullivan Cfp,Clu's Location
Concord, California, United States, United States
Chris Sullivan Cfp,Clu's Contact Details

Chris Sullivan Cfp,Clu work email

Chris Sullivan Cfp,Clu personal email

n/a

Chris Sullivan Cfp,Clu phone numbers

About Chris Sullivan Cfp,Clu

The one thing I've learned is that success comes with building relationships. It’s about helping people help themselves. Whether you’re exploring a new career or planning your financial future, it’s my job to help. I am constantly challenging my team to go that extra mile. That’s what brings out the best in all of us.

Chris Sullivan Cfp,Clu's Current Company Details
Futurity First Wealth Management

Futurity First Wealth Management

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Helping people with their Financial Plans.
Chris Sullivan Cfp,Clu Work Experience Details
  • Futurity First Wealth Management
    Certified Financial Planner
    Futurity First Wealth Management Jul 2024 - Present
    Omaha, Nebraska, Us
  • Mutual Of Omaha
    Managing Director
    Mutual Of Omaha Jan 2018 - Jul 2024
    Omaha, Ne, Us
  • Mutual Of Omaha
    General Manager
    Mutual Of Omaha Dec 1993 - Jan 2018
    Omaha, Ne, Us
    To build the Northern CA territory by hiring and developing Insurance Based Financial Advisors and to assist people in providing them Insurance protection and investment planning.Disclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎ Insurance Licensed in: California Insurance License #0701625 ‎2. ‎ Disclosure: http://www.mutualofomaha.com/disclosure/ ‎ ‎3.‎ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). ‎ ‎4.‎ Mutual of Omaha Financial Advisors is the ‎marketing name for Mutual of Omaha Investor Services, Inc. ‎5.‎ The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences.‎ ‎6.‎ This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.
  • Gmac
    Consultant
    Gmac Apr 2002 - Jul 2004
    Assist GM auto dealers in the Southern CA region with their Insurance and Financial needs.
  • Prudential Insurance & Financial Services
    District Sales Manager
    Prudential Insurance & Financial Services Feb 1986 - Dec 1993

Chris Sullivan Cfp,Clu Skills

Insurance Fixed Annuities Disability Insurance Retirement Life Insurance Long Term Care Investments Management Term Life Insurance Consulting Retirement Planning Pensions Claim Financial Planners Whole Life 401k Small Business Financial Advisory Employee Benefits Health Insurance Estate Planning Consumer Lending Sales Management Critical Illness Mutual Funds Underwriting Series 63 Financial Services Strategic Financial Planning Finance Commercial Lending Series 6 Wealth Management Team Building

Chris Sullivan Cfp,Clu Education Details

  • College For Financial Planning
    College For Financial Planning
    Financial Planning
  • The American College Of Financial Services
    The American College Of Financial Services
    Insurance And Financial Services
  • San José State University
    San José State University
    Marketing

Frequently Asked Questions about Chris Sullivan Cfp,Clu

What company does Chris Sullivan Cfp,Clu work for?

Chris Sullivan Cfp,Clu works for Futurity First Wealth Management

What is Chris Sullivan Cfp,Clu's role at the current company?

Chris Sullivan Cfp,Clu's current role is Helping people with their Financial Plans..

What is Chris Sullivan Cfp,Clu's email address?

Chris Sullivan Cfp,Clu's email address is ch****@****aha.com

What is Chris Sullivan Cfp,Clu's direct phone number?

Chris Sullivan Cfp,Clu's direct phone number is (925)-798*****

What schools did Chris Sullivan Cfp,Clu attend?

Chris Sullivan Cfp,Clu attended College For Financial Planning, The American College Of Financial Services, San José State University.

What skills is Chris Sullivan Cfp,Clu known for?

Chris Sullivan Cfp,Clu has skills like Insurance, Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Long Term Care, Investments, Management, Term Life Insurance, Consulting, Retirement Planning, Pensions.

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